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Form 5500 Preparation

Posted By:
Tanya Gruntfest
Posting ID:
Raleigh, Nc
Service Category:Financial Services
Business Name:Benefit Analysis, Inc.
Raleigh, NC 27612

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Most organizations that offer employee welfare benefit plans are required to file a Form 5500 each year - a time-consuming, highly specialized task that internal HR staff often lacks the time or expertise to complete. And penalties can be steep - up to $1,100 each day a filing is late.

We provide...

~ Signature-ready Forms 5500 and all related attachments for health and welfare plans, along with the complete electronic filing services under the ERISA Filing Acceptance System 2 (EFAST2)

~ Summary Annual Reports for each plan, in a MS Word or PDF format

~ Extension preparation (Form 5558)

~ Filing guidance to minimize penalties for delinquent filings in accordance with the Delinquent Filer Voluntary Compliance Program

~ Management of data collection from multiple sources

~ Response on your behalf to Internal Revenue Service or Department of Labor inquiries for prepared filings

~ Expert consulting to ensure accurate and complete filings

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